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Microsoft
MSFT

Overview Fund Activity

1,988 hedge funds and large institutions have $246B invested in Microsoft in 2014 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 816 increasing their positions, 900 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,988
Holders Change
+3
Holders Change %
+0.15%
% of All Funds
57.18%
Holding in Top 10
596
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-7.74%
% of All Funds
17.14%
New
87
Increased
816
Reduced
900
Closed
71
Calls
$3.88B
Puts
$2.84B
Net Calls
+$1.05B
Net Calls Change
-$634M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$2.62B
2
Capital World Investors
Capital World Investors
California
+$1.1B
3
Franklin Resources
Franklin Resources
California
+$531M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$489M
5
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$446M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$792M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$669M
3
Invesco
Invesco
Georgia
-$663M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$456M
5
PI
Putnam Investments
Massachusetts
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1476
Burnham Asset Management
New York
$1.55M +$1.25K +30 +0.1%
LNC
1477
Lincoln National Corp
Pennsylvania
$1.55M +$158K +3,784 +11%
ACH
1478
ArrowMark Colorado Holdings
Colorado
$1.53M – – –
CPS
1479
Counsel Portfolio Services
Ontario, Canada
$1.53M -$863K -20,700 -36%
SOAMC
1480
Spirit of America Management Corp
New York
$1.52M +$83.4K +2,000 +6%
TBNY
1481
Trustco Bank (New York)
New York
$1.51M -$10.4K -250 -0.7%
EA
1482
Emerald Advisers
Pennsylvania
$1.5M -$185K -4,424 -11%
TFF
1483
Timothy F. Fidgeon
$1.5M -$514K -12,319 -25%
MCM
1484
Moore Capital Management
New York
$1.5M +$43.7K +1,048 +3%
BDF
1485
Balasa Dinverno & Foltz
$1.5M +$7.67K +184 +0.5%
AHS
1486
Aspiriant Holdings S3
California
$1.5M +$12.9K +309 +0.9%
MC
1487
Middleton & Co
Massachusetts
$1.49M +$807K +19,365 +119%
IMS
1488
Index Management Solutions
Pennsylvania
$1.48M +$196K +4,707 +15%
KCP
1489
KDI Capital Partners
North Carolina
$1.47M -$2.09M -50,000 -59%
KCM
1490
KSA Capital Management
New Jersey
$1.46M – – –
TCOO
1491
Trust Company of Oklahoma
Oklahoma
$1.45M +$24.4K +585 +2%
DD
1492
Dominick & Dominick
New York
$1.45M +$70K +1,679 +5%
RC
1493
Roundview Capital
New Jersey
$1.45M +$24.2K +581 +2%
SAS
1494
Spectrum Advisory Services
Georgia
$1.44M +$20.9K +500 +1%
MCM
1495
MAI Capital Management
Ohio
$1.44M -$281K -6,744 -16%
KS
1496
Karpas Strategies
Connecticut
$1.44M +$1.34K +32 +0.1%
FHC
1497
First Heartland Consultants
Missouri
$1.44M +$15.6K +374 +1%
State Farm Mutual Automobile Insurance
1498
State Farm Mutual Automobile Insurance
Illinois
$1.44M – – –
FBT
1499
Founders Bank & Trust
Michigan
$1.43M -$9.76K -234 -0.7%
HPIA
1500
Hamilton Point Investment Advisors
North Carolina
$1.42M -$4.59K -110 -0.3%
58 59
60
61 62